Upcoming events

Switch to Calendar View

• 2025 FFI Membership Add-On Fee

  • Start
    Wednesday, January 01, 2025
  • End
    Saturday, December 20, 2025

  Register

  In 2021 AFHE renegotiated its Association Membership arrangement with FFI.  AFHE wanted the relationship to continue, but found the FFI Association Membership dues based on our full membership to be prohibitively expensive.  AFHE’s Board also did not want the FFI Association Membership dues to be a burden on the entire organization’s finances when only about half of AFHE’s members would be taking advantage of the arrangement.  AFHE’s renegotiated arrangement with FFI will have us fit within their 26-50 member pricing tier, rather than the 51-100 tier.  AFHE’s Board approved an internal arrangement where the AFHE Members who do want to be included in the dual membership in FFI will pay an additional $175 of dues to AFHE.  This will result in the participating AFHE Members receiving dual membership for much less than what the FFI dues alone would cost, and much, much less than what the dues would be to belong to both organizations without the arrangement, while the non-participating AFHE members will not be bearing as much (if any) of the cost of the FFI Association Membership.

  This additional fee to help offset the large expense for AFHE is still a fraction of the $975 individual membership fee to FFI directly. You can view the FFI membership here: https://www.ffi.org/membership/

  Show details
• Webinar & Wine

  • When
    Thursday, August 14, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    Zoom Meeting

  Register

  AFHE members and guests are invited to join us for a Webinar & Wine!  The program will kick-off at 4:00 p.m. ET with a webinar presented by Michael Whitty, followed by a moderated wine tasting discussion at 5:00 p.m.  There is no charge to participate!

  4:00 p.m. ET Webinar
  "One Big Beautiful Bill Act of 2021:  Déjà vu All Over Again"
  Presented by Michael Whitty, Smith Gambrell & Russell LLP

  The One Big Beautiful Bill Act of 2021 introduces a blend of continuity and targeted updates to tax policy, with a strong emphasis on maintaining the stability of estate, gift, and generation-skipping transfer (GST) tax planning. Crucially, the act preserves existing estate, gift, and GST tax rates and exemptions, ensuring that the vast majority of established tax savings techniques remain intact, providing reassurance for individuals and families engaged in long-term wealth transfer strategies. Alongside this continuity, the act maintains current income tax rates and brackets, while introducing a modest increase to the state and local tax (SALT) deduction cap, tempered by a phase-out provision to balance fiscal impacts. Furthermore, it introduces new savings vehicles to enhance financial planning options and includes tax provisions to encourage charitable giving, making the act a balanced approach that prioritizes stability in estate planning while offering incremental incentives for taxpayers.

  
  

  5:00 p.m. ET Wine Tasting

  The wine tasting will focus on lighter, crisper wines, well suited for serving chilled in warmer summer weather.  The following wines are provided as examples only.  Attendees are encouraged to teach us about some wines we may not already know, such as lighter wines from less-well-known regions. 

  SUGGESTED WINES TO PURCHASE ON YOUR OWN

  Marlborough New Zealand Sauvignon Blanc
  Jules Taylor Sauvignon Blanc 2024

  South Africa (or California, or France) Chenin Blanc
  Raats Old Vine Chenin Blanc 2022

  Pinot Grigio, from Italy or California
  Santa Margherita Pinot Grigio 2024

  Pinot Noir Rosé from California
  Sonoma-Cutrer Rose of Pinot Noir 2023

  French Rosé, Grapes Other Than Pinot Noir
  Hampton Water Rosé 2024 from Languedoc, South Central France

  
  

  Show details
• SPONSORSHIPS: 2025 Fall Conference

  • Start
    Wednesday, October 15, 2025
  • End
    Friday, October 17, 2025
  • Location
    Omni Amelia Island Resort & Spa, Amelia Island, FL

  Register

  The Attorneys for Family Held Enterprises is an independent, non-profit association of attorneys, practicing in the areas of corporate, litigation, taxation, and trusts and estates who provide multi-disciplinary legal counsel and advice to publicly and privately-held enterprises, their owner-managers, and family members.  

  AFHE will be holding our fall conference on October 15-17, 2025 at The Omni Amelia Island Resort & Spa in Amelia Island, FL.  We expect about 50-60 senior level attorneys and family advisors to be in attendance.  This conference is an excellent opportunity for sponsors to network with professionals focused on family-held enterprises in a small, intimate setting.

  Dinner Sponsorship (Thursday) - $2,500 

  • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
  • Company logo on signage at the event
  • Opportunity to make brief remarks at the dinner
  • Verbal acknowledgement of sponsorship during conference by AFHE president

  Opening Cocktail Reception Sponsorship (Wednesday) - $2,000 

  • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
  • Company logo on signage at the event
  • Opportunity to make brief remarks at the cocktail reception
  • Verbal acknowledgement of sponsorship during conference by AFHE president

  Closing Cocktail Reception Sponsorship (Friday) - $2,000 (1 Available)

  • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
  • Company logo on signage at the event
  • Opportunity to make brief remarks at the cocktail reception
  • Verbal acknowledgement of sponsorship during conference by AFHE president

  Golf Outing Sponsorship (Saturday) - $1,000 (1 Available)

  • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
  • Company logo on signage at the event
  • Verbal acknowledgement of sponsorship during conference by AFHE president

  Luncheon Sponsorship - $1,000 (2 Available) 

  • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
  • Company logo on signage at the event
  • Opportunity to make brief remarks at the luncheon
  • Verbal acknowledgement of sponsorship during conference by AFHE president

  Breakfast Sponsorship - $1,000 (2 Available)

  • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
  • Company logo on signage at the event
  • Opportunity to make brief remarks during the conference opening remarks
  • Verbal acknowledgement of sponsorship during conference by AFHE president

  AM Break Sponsorship - $750 (2 Available)
  

  • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
  • Company logo on signage at the event
  • Verbal acknowledgement of sponsorship during conference by AFHE president

  PM Break Sponsorship - $750 (1 Available)
  

  • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
  • Company logo on signage at the event
  • Verbal acknowledgement of sponsorship during conference by AFHE president

  Opening Reception Entertainment Sponsorship - $750  

  • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
  • Company logo on signage at the event
  • Verbal acknowledgement of sponsorship during conference by AFHE president

  Wine Co-Sponsorship - $500 

  • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
  • Company logo on signage at the event
  • Verbal acknowledgement of sponsorship during conference by AFHE president

  
  

  
  

  
  

  Show details
• 2025 Fall Conference

  • Start
    Wednesday, October 15, 2025
  •  
    5:30 PM
  • End
    Friday, October 17, 2025
  •  
    6:00 PM
  • Location
    Omni Amelia Island Resort & Spa, Amelia Island, FL
  • Registered
    16 registrants

  Register

  2025 FALL Conference

  October 15 - 17, 2025

  Omni Amelia Island Resort & Spa
  39 Beach Lagoon Road
  Fernandina Beach, FL 32034

  
  

  HOTEL INFORMATION:

  A block of hotel rooms has been reserved at The Omni Amelia Island Resort & Spa.  The room rate is $299 per night.  Deadline for reservations is September 15, 2025. Click here to reserve a room online.  You may also call the Reservations Desk at 1-888-261-6161 and refer to the Attorneys for Family-Held Enterprises' 2025 Fall Conference.

  Show details
• 2026 Spring Conference

  • Start
    Thursday, March 26, 2026
  •  
    5:30 PM
  • End
    Friday, March 27, 2026
  •  
    5:00 PM
  • Location
    Atlanta, GA

  AFHE is pleased to announce that our 2026 Spring Conference will be held in Atlanta, GA!  Our conference will kick off on Thursday, March 26th with a group dinner (location TBD). A full day of legal education will be offered on Friday, March 27th featuring stimulating and enlightening sessions presented by some of the most knowledgeable speakers in their fields.  CLE credit will be offered.  Following the full day of programming, we will finish the conference with cocktail reception.

  MEETING LOCATIONS:

  Meeting Location:
  Smith Gambrell Russell
  1105 W. Peachtree St. NE, Suite 1000
  Atlanta, GA 30309
  (connected to the Epicurean Atlanta Hotel by a sky walk)

  Hotel Location:
  Epicurean Atlanta
  1117 West Peachtree Street
  Atlanta, GA 30309

  
  

  HOTEL INFORMATION:

  The Epicurean Atlanta is offering a room rate of $259.00 per night for a King Room and $279.00 per night for a Standard 2 Queen Room.  Please use our group website page to book your room. The deadline for room reservations is March 5, 2026. 

  
  

  
  

  
  

  Show details